Holiday Financial Hub

We’ve started a new page on our website called “Your Holiday Financial Hub.”  It will have information for each holiday as it approaches.  Right now, we have lots of information in regards to holiday gift giving and how to budget and save money during Christmas.  Got to to print off our holiday spending worksheet where you can make a budget for your holiday expenses, including gifts, charitable giving, decorations, postage for mailing gifts, gift wrap, and extra food expenses for the holiday season.  You can also keep track of gift ideas for each person and how much they cost.  If you need help creating a budget, you can always make an appointment with us at  You can also print off our two homemade gift idea sheets.  One of the sheets is on homemade gifts that aren’t food such as a homemade candle holder, a rice sock warmer, sugar body scrub, and more!  The other sheet is dedicated to homemade food gifts including homemade caramels, cinnamon apple chips, and roasted garlic butter.  This idea sheet even notes how much it costs to make each recipe!  There’s also links to our Pinterest boards on homemade gifts and on money saving holiday decorations.  You can also play our holiday spending tips game!

For New Year’s financial resolutions, we have our financial health checklist up, which you can print off.  Go through our checklist to make sure you are on the right path to financial success.  If there’s information you don’t know, please make an appointment with us!  We also have our financial health checkup game that you can play.  Stay tuned for more New Year’s financial resolutions coming soon and for money saving tips for Valentine’s Day!